Future Financial Wealth Managment LLC EIPI β€” FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF

Ownership history in Future Financial Wealth Managment LLC  Β·  5 quarters on record

AI Ownership Summary

Future Financial Wealth Managment LLC reported FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF (EIPI) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.04% in 2025 Q1. The latest visible filing shows EIPI at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EIPI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Future Financial Wealth Managment LLC's position in FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EIPI was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Future Financial Wealth Managment LLC held EIPI β€” position size vs. price
% of Fund (quarterly)    EIPI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 2,541 β€” 0% 0.03% $50K 2025-10-15 $18.88
2025 Q2 UNCHANGED β€” β€” β€” 2,541 β€” 0% 0.03% $50K 2025-07-21 $18.44
2025 Q1 ADDED β€” β€” β€” 2,541 +376 +17.4% 0.04% $52K 2025-04-09 $17.38
2024 Q4 UNCHANGED β€” β€” β€” 2,165 β€” 0% 0.03% $42K 2025-01-13 $17.63
2024 Q3 INITIATED β€” β€” β€” 2,165 β€” β€” 0.03% $42K 2024-10-08 $16.76

FAQ About Future Financial Wealth Managment LLC and EIPI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Future Financial Wealth Managment LLC reported owning EIPI?

Future Financial Wealth Managment LLC reported EIPI across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported EIPI position in Future Financial Wealth Managment LLC's portfolio?

The largest reported portfolio weight for EIPI was 0.04% in 2025 Q1.

What is the latest reported EIPI position on this page?

The most recent filing on this page is 2025 Q3, when Future Financial Wealth Managment LLC reported 2,541 shares, equal to 0.03% of portfolio, with an estimated market value of $50K.

What does the chart on this EIPI ownership page compare?

The chart compares Future Financial Wealth Managment LLC's quarterly EIPI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Future Financial Wealth Managment LLC Holdings